11.10 Cement Morning Post: Panjiang Co., Ltd. plans to build two wind farms; Dialogue: Zhou Yuxian talks about Chinese building materials; 2024 employee skills competition ends

2024-11-10 07:01:17

What is happening in the cement industry?

1、 11.9 Cement Evening News: Panjiang Co., Ltd. plans to build two wind farms

According to the Cement Evening News on November 9, Panjiang Co., Ltd. (600395) plans to invest in two wind farm projects through its holding and wholly-owned subsidiaries, which are located in Shaying Town, Guanling County and Maodong Township, Puding County, respectively, with a total investment of 1,115,185,600 yuan and a total installed capacity of 200 MW. These projects are in line with the relevant national objectives and policies and have good benefits, but there are risks of policy (such as changes in grid access policy) and operation (fluctuations in equipment prices, natural disasters affecting revenue).

2、 Tonight at 21:30 | CCTV Finance and Economics "Dialogue": Zhou Yuxian shares the thinking and practice of China's building materials "link" to the world and expand the "circle of friends"

In the global industrial chain supply chain system, the key is the close and smooth operation of upstream and downstream "gears". China's building materials industry has been working overseas for many years. In the process of internationalization, how to make the industrial chain and supply chain better and stronger has attracted much attention. At 21:30 on November 9, CCTV Finance and Economics "Dialogue", Zhou Yuxian, Secretary of the Party Committee and Chairman of China Building Materials, will share his thinking and practice of "linking" the world and expanding the "circle of friends", including relevant measures in the global industrial chain supply chain system, which is worth looking forward to.

3、 2024 "Beibu Gulf Port Cup" Staff Labor Skills Competition and Yufeng Group Staff Job Skills Competition Successfully Ended

On November 8, 2024, the "Beibu Gulf Port Cup" Workers'Labor Skills Competition and Yufeng Group Workers' Job Skills Competition ended in Liuzhou. The leaders of the trade union of the group attended the opening ceremony and observed and guided it. A total of 9 types of work participated in the competition, and 5 cement technology projects were included in the competition for two consecutive years. After three days of competition, the competition ended successfully. At the closing ceremony, the Secretary of the Party Committee of Yufeng Group affirmed that industrial workers are the hardest backbone of the group, emphasized the importance of building a team of industrial skilled workers, put forward the requirements of improving the relevant mechanism of talents, applying the results of competitions and utilizing innovative studios, and encouraged the award-winning workers to bring their enthusiasm back to their posts.

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Correlation

This week, a total of 6 enterprises adjusted their prices, of which 3 manufacturers partially increased their prices and 4 manufacturers partially lowered their prices.

2026-10-23 15:39:47

Ningde Times responded to market concerns: in 2027, the global demand for power batteries and energy storage still has growth potential, the capacity utilization rate is healthy, and the supply chain support measures affect cash flow in the short term but are conducive to long-term sustainable development.

2026-10-21 15:07:33

On October 16, the official website of the Management Committee of Yangzhou Economic and Technological Development Zone of Jiangsu Province announced the approval opinions on the EIA documents of "Jingao Yangzhou R & D No.1 Solar Cell Technology Research and Development Project" and "Jingao Yangzhou Base Battery Technology Renovation Project".

2026-10-19 17:09:21

A total of 6 manufacturers on the component side lowered their quotations by 0.01-0.03 yuan/W.

2026-10-16 16:07:59

At the same time, the BC technical transformation project is also being carried out.

2026-10-15 17:37:22

On October 10, the Ecological Environment Bureau of Leshan City, Sichuan Province, issued a public announcement on the approval of the ecological environment impact assessment document of Yongxiang New Energy High Purity Silicon Pilot Project.

2026-10-14 14:18:12

Shanghai Customs took the initiative to guide the obligee to apply for the record of customs protection of intellectual property rights and general guarantee, simplify the guarantee procedures one by one, so as to simplify the rights protection process and lower the cost. Brand technical specialist were invited to explain the latest counterfeiting methods and identification skills to the front-line customs inspectors at the port, so as to help them train their "golden eyes" to identify the risk of infringement.

2026-10-10 14:30:22

Here is the domestic concrete price statistics in September, the overall national concrete price ring ratio is -0.70%, year-on-year is -6.05%, covering the price changes in all regions from the end of August to the end of September, the region with a large ring ratio change is Shanghai, the corresponding ring ratio is -3.28%, the region with a small ring ratio change is more than one, and some regions are 0.00%. Prices have not changed from the previous month.

2026-10-08 09:25:08

What is happening in the cement industry?

2026-10-07 07:02:03

What is happening in the cement industry?

2026-10-05 07:07:03

What is happening in the cement industry?

2026-09-27 07:02:02

Unconditionally approve the acquisition of Lihao Qingneng shares by Tongwei shares in accordance with the law. Despite the high total share of both parties in the solar-grade polysilicon market, the General Administration believes that the current market has sufficient capacity and more competitors, and the entities will still face effective competition constraints after centralization, and the transaction will not have the effect of excluding and restricting competition in the relevant market.

2026-09-25 11:44:53

According to the data from January to July, the newly installed photovoltaic capacity in August was 11.04 GW, which was 21.59% lower than that in July, and was also lower than that in June (14.36 GW), which was 50% higher than that in August 2025.

2026-09-24 14:15:53

In view of the follow-up market situation, the Silicon Branch believes that the main variables lie in the downward range of the actual start-up rate of enterprises and the implementation of the production reduction plan, the sustainability and scale of spot transactions under the current price system, and the degree of recovery of terminal demand.

2026-09-24 09:56:00

At present, there are incentive policies for dealers, and there is more room for bargaining.

2026-09-22 17:58:10

A leader in the field of "computing power" has entered the energy storage industry, and the springboard for its market application is liquid cooling and heating management technology.

2026-09-18 16:37:13

The regular quotation is calm as a whole, but the internal price has changed in both directions.

2026-09-18 16:23:05